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  • VanEck Blog - Emerging Markets Debt Daily

     Emerging Markets Debt Daily
    Emerging Markets Debt Daily

    by Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy

    Brazil’s industrial production disappointed, raising concerns about the pace of recovery once the stimulus ends. Global food prices might be topping out, but risks remain.

    Emerging Markets Debt Daily

    December 01, 2020

    EM Growth – Bullish Signs

    by Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy

    The vast majority of EM manufacturing gauges stayed in expansion zone in November. Brazil’s surprising decision to increase energy tariffs points to short-term inflation risks in EM.

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    Emerging Markets Debt Daily

    November 30, 2020

    China Growth – Stronger Sequential Momentum

    by Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy

    China’s official activity gauges point to a stronger sequential growth momentum. Turkey’s Q3 GDP bounced more than expected, but the end of cheap credit is a major headwind going into 2021.

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    Emerging Markets Debt Daily

    November 25, 2020

    Brazil External Balance – Still A Bright Spot

    by Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy

    Brazil’s textbook current account adjustment continued in October. South Africa’s central bank is unlikely to react to the upside inflation surprise. 

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    Emerging Markets Debt Daily

    November 24, 2020

    Mexico Inflation – Turning the Corner?

    by Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy

    Mexico’s disinflation might yet prove transitory. Turkey makes another policy tweak, but the market still demands more proof that policy normalization is here to stay.

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